Q4 2013 Holdings
Filed 2014-02-14 | 13 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $410.7K | 5,005,900 | 23.7% |
| Avis Budget Group Inc(CAR) | COM | 053774105 | $404.2K | 10,000,000 | 23.4% |
| Facebook Inc(META) | CL A | 30303M102 | $273.2K | 5,000,000 | 15.8% |
| Hertz Global Holdings Inc | COM | 42805T105 | $229.0K | 8,000,000 | 13.2% |
| Solarcity Corp | COM | 83416T100 | $139.8K | 2,460,000 | 8.1% |
| Solarwinds Inc | COM | 83416B109 | $132.4K | 3,500,000 | 7.6% |
| Cole Real Estate Investment | COM | 19329V105 | $46.2K | 3,287,956 | 2.7% |
| Ebay Inc(EBAY) | COM | 278642103 | $27.4K | 500,000 | 1.6% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $24.8K | 1,296,328 | 1.4% |
| Hilton Worldwide Holdings in | COM | 43300A104 | $20.0K | 900,000 | 1.2% |
| Allison Transmission Holding(ALSN) | COM | 01973R101 | $16.5K | 595,831 | 1.0% |
| Extended Stay America Inc | UNIT 99/99/9999B | 30224P200 | $3.9K | 150,000 | 0.2% |
| Exone Co(XONECHF) | COM | 302104104 | $2.9K | 48,043 | 0.2% |